New Update to TheWorxHub!
July 29, 2012
Last night we rolled out an update to TheWorxHub to add
some great new features. Read on to learn what's in this
The idea behind this feature is that if multiple workers are
assigned to the same work order, you can complete the job for one
of them, while leaving the job open for the other workers.
You have the ability when using the mouse-over complete action
from the dashboard. Use the checkboxes to mark which of the
assigned workers are complete. The note and completion date/time
get logged to those workers. The work order is not officially
complete until everyone reports back as completed. Bonus: log
time for the work done directly from the quick complete
We wanted to make sure this new feature kept the quick complete
action extremely fast and simple. Here's a few tips about how it
- If you are
not assigned to the work order -- if
you're a manager or dispatcher -- it will automatically mark each
person for completion. If everyone isn't actually done, just
uncheck those who aren't yet complete.
- If you are assigned to the work
order, it will automatically put a check next to your name, but not
for the other workers assigned.
- Once someone has already reported their portion as complete,
their checkbox is removed and replaced with the date they completed
(and an 'undo' option to undo their completion if necessary).
- Even if the entire work order is not complete, the work order
is removed from the 'Just My Work' dashboard indicator for the
person who was marked complete.
See this help topic
Completing a Work Order for more detail.
This same concept also applies to Mobile Worx.
See these Mobile Worx topics for more on how multi-worker
completion works on mobile:
Technician Workflow and
Completing a Work Order.
Note: using the batch complete option, or using the
completion wizard will mark all assigned workers as complete. This
multi-worker completion is only available from the dashboard
mouse-over complete action.
Scheduled Work Order 'Grace Period'
Now you are able to establish 'Days Until Due' rules under
Settings > Work Order > Scheduled Work Order Settings. This
section allows you to specify how far into the future your due date
should be set when a scheduled work order generates. You can
customize this for each frequency (daily, weekly, monthly and
yearly) and for each department.
See our new help topic,
Setting a 'Grace Period' on Scheduled Work Orders, for more
Custom 'On Hold' Status Reasons
Now you can create your own custom on hold status reasons, such
as 'Waiting for Parts' or 'Waiting for Budget.' There is only a
single On Hold status now, but an unlimited amount of
custom on hold status reasons. These can be defined in Settings
> Pick Lists > On Hold Status Reason. When you change the
status to On Hold, you can now enter a reason from a pick list.
See our new help topic,
Using the 'On Hold' Status, for more detail.
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- Fixed issues with changing the default billing code in the work
order Billing panel when not licensed for the inventory
- On Mobile Worx, when using the Notify Others section of a
request, the names are now sorted alphabetically.
- Fixes to Billings to Send are of dashboard. Now you can export
more than 80, and users of Internet Explorer can now successfully
open the exported excel file.